AFC
VTI icon

Ares Financial Consulting’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ares Financial Consulting’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.6M Buy
44,884
+692
+2% +$247K 11.92% 1
2026
Q1 		$14.3M Buy
44,192
+3,420
+8% +$1.15M 11.22% 1
2025
Q4 		$13.7M Buy
+40,772
New +$13.6M 13.02% 1

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ares Financial Consulting's VTI Position: Q2 2026 in Review

Ares Financial Consulting increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, buying an estimated $247K and bringing the position to 44,884 shares worth $16.6M. The position accounts for 11.92% of the portfolio, ranked #1.

Ares Financial Consulting first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 2,343 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Ares Financial Consulting held 44,884 shares of Vanguard Morningstar Total Stock Market ETF worth $16.6M as of Q2 2026.
  • Ares Financial Consulting bought 692 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $247K.
  • Vanguard Morningstar Total Stock Market ETF made up 11.92% of Ares Financial Consulting's portfolio in Q2 2026, its #1 holding.
  • Ares Financial Consulting first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,343 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.